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Disclosery

Midwest Trust Co: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwest Trust Co on XLF, newest first. How the timeline and the estimate are built.

Midwest Trust Co held 98,517 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,517 shares
    Change vs previous 13F -572 shares

    0.06% of the 13F portfolio, value $5,281,496.

    13F-HR 0002077080-26-000012 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 99,089 shares
    Change vs previous 13F -554 shares

    0.06% of the 13F portfolio, value $4,892,024.

    13F-HR 0002077080-26-000009 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 99,643 shares
    Change vs previous 13F +2,395 shares

    0.07% of the 13F portfolio, value $5,457,447.

    13F-HR 0002077080-26-000002 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 97,248 shares
    Change vs previous 13F -3,451 shares

    0.07% of the 13F portfolio, value $5,238,750.

    13F-HR 0002077080-25-000006 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 100,699 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,273,607.

    13F-HR 0002077080-25-000004 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).